ParticipantsYour benefits, your way.
Unified dashboard for seamless benefits management.
WealthPlus empowers you to create a personalized benefit stack that fits your unique financial goals. With a unified platform, single sign-on, and easy onboarding, managing your plans and accounts has never been simpler. Take charge of your financial future with tools designed to make benefits effortless and intuitive.
- Customizable
- Tailor your benefits to align with your life and goals. WealthPlus allows you to build a personalized benefit stack, combining retirement plans, investment accounts, and more—all designed to work for you.
- Expert advisor support
- Work with your advisor holistically across all investable accounts. W ensure you have the guidance and expertise needed to make informed decisions, helping you navigate your financial journey with confidence.
- All-in-one platform
- Access all your plans and accounts on a single, unified dashboard. With single sign-on (SSO) and seamless navigation, everything is brought together in one place, making it easy to manage your benefits without the hassle.
A platform to make your job easier.
Tailored
Your benefits platform is personalized to reflect your unique persona, ensuring a tailored experience so you can navigate your accounts and plans in a way that feels intuitive and natural.
Intuitive
Designed with you in mind, the platform offers static-free enrollment and easy account management. Its intuitive and user-friendly design lets you focus on what matters most—your financial well-being.
Effortless
Get started quickly with seamless onboarding and a frictionless enrollment process. WealthPlus eliminates the complexity, so you can manage your benefits effortlessly from day one.
Investment options
Choose from a wide range of investment options to build a portfolio that aligns with your goals.
